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Summit Financial Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Summit Financial Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,220
Closed -$246K – 151
2016
Q1 		$246K Sell
2,220
-2,500
-53% -$312K 0.11% 116
2015
Q4 		$532K Buy
+4,720
New +$669K 0.24% 79

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Financial Wealth Advisors's IWO Position: Q2 2016 in Review

Summit Financial Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2016, closing a stake of 2,220 shares — an estimated $246K sold.

Summit Financial Wealth Advisors first reported a position in IWO in Q4 2015 and held it in 2 quarters. The position peaked at $532K in Q4 2015. 411 funds tracked by Wall St. Rank hold IWO as of Q2 2016.

  • Summit Financial Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,220 iShares Russell 2000 Growth ETF shares in Q2 2016, an estimated $246K.
  • Summit Financial Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $532K in Q4 2015.
  • 411 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2016, filed 6 Jul 2016.